NAICS Canada 523930—Investment advice

Where 523930 sits

1. 52 Finance and insurance
2. 523 Securities, commodity contracts, and other financial investment and related activities
3. 5239 Other financial investment activities
4. 52393 Investment advice
5. 523930 Investment advice

Description

This Canadian industry comprises establishments primarily engaged in providing investment advice to others on a fee basis, provided that they do not also have the authority to execute trades. Establishment in this industry may communicate their advice both directly to their clients and via printed or electronic media as part of a subscription service.

What 523930 includes

• Providing financial planning advice, investment counseling and investment research

What 523930 excludes

• Establishments providing investment advice in conjunction with their primary activity, such as portfolio management, or the sale of stocks, bonds, annuities and real estate (classified according to their primary activity)

Example activities

• financial investment advice services, customized, fees paid by clients
• investment advice counselling services, customized, fees paid by clients
• certified financial planner services, customized, fees paid by clients
• financial investment advice services, customized, fees paid by clients
• financial planning services, customized, fees paid by clients
• investment advice counselling services, customized, fees paid by clients
• investment advisory services, customized, fees paid by clients
• investment research, customized, fees paid by clients
• providing financial planning advice, investment counseling and investment research

523930 in other systems